| Total AUM | $5.44B |
| Discretionary | $334.8M6% of AUM |
| Non-Discretionary | $5.11B |
| Client Accounts | 88 |
| Avg Account Size | $61.8M |
| Employees | 5 |
| Peak AUM | $9.98BMar 2023 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $5.4B | 30.4% | 18.3% | 1.8% | |
| Discretionary AUM | $335M | ||||
| Total AUM | $5.44B |
| Discretionary | $334.8M |
| Employees | 5 |
| Client Accounts | 88 |
| Client Range | 51-100 |
Address
5 EUREKA CIRCLE
WICHITA FALLS TX 76308-2900
Phone
940-696-2100
Filing History
36 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$335M
6.2% of AUM
Non-Discretionary
$5.1B
93.8% of AUM
Disc. mix ▲ 2.8pp vs 1 year ago
| +0.8% /yrover 25 yrs · 36 filings |
Total AUM
$5.4B
| +28.5% |
| +12.8% |
| +5.8% |
| Non-Disc. AUM | $5.1B | 32.4% | 19.4% | 2.2% |
| Total Accounts | 88 | 2.2% | 7.7% | 4.9% |
| Avg Account Size | $62M | 28.8% | 11.5% | +3.3% |
| Employees | 5 | 0.0% | 0.0% | 9.0% |
| AUM / Employee | $1.1B | 30.4% | 18.3% | +7.9% |
Client AUM Segments | |||||
| Wealth AUM | $175M | +0.1% | +0.2% | 0.9% | |
| Institutional AUM | $180M | 4.3% | 8.5% | +5.9% | |
Client Count Segments | |||||
| Institutional | 6 | +20.0% | 5.0% | — | |
| Individuals | 34 | +13.3% | 0.0% | +0.6% | |